Please set up your API key!

The Rough Notes Company Inc.

General Articles

    ELITE INSURANCE SOLUTIONS

ELITE INSURANCE SOLUTIONS

Congratulations Elite Insurance Solutions 2019 Agency of the Year By Dave Willis, CPIA For more than 30 years, Rough Notes magazine has featured some of the nation’s most remarkable independent insurance agencies on its cover. Without doubt, this year was no exception. Each year, one firm is named the Rough Notes Agency of the Year. These are the best of the best—agencies that stand out among the standouts. The selection

Read Full Article
    FILL UP ON THE GOOD STUFF

FILL UP ON THE GOOD STUFF

Broken Glass FILL UP ON THE GOOD STUFF From receptionist to consultant, this seasoned pro has built a career on her love of learning By Elisabeth Boone, CPCU Remember spelling out your name with the letters in your alphabet soup? If you’re Cheryl Koch, you might need to empty a dozen cans of Campbell’s to find all the letters in your string of professional designations. It goes: CPCU, CIC, ARM,

Read Full Article
    NAIC WANTS FEDERAL HELP TRACKING DOWN BAD ACTORS WHO TAKE GRANDMA’S MONEY

NAIC WANTS FEDERAL HELP TRACKING DOWN BAD ACTORS WHO TAKE GRANDMA’S MONEY

Public Policy Analysis & Opinion By Kevin P. Hennosy NAIC WANTS FEDERAL HELP TRACKING DOWN BAD ACTORS WHO TAKE GRANDMA’S MONEY Opposition to Elder Financial Exploitation (EFE) intensifies as problem grows Every once in a while, the National Association of Insurance Commissioners (NAIC) shows a faint sign of life—like the final leg twitch of highway roadkill—that reminds us of its public interest charge. Now is such a time; we will

Read Full Article
    WHO WILL BE THE 2019 AGENCY OF THE YEAR?

WHO WILL BE THE 2019 AGENCY OF THE YEAR?

Thirty-first Annual Rough Notes Agency of the Year Candidates Who will be the 2019 Agency of the year? One of the agencies featured in a Rough Notes cover story during 2019 will be named Agency of the Year. The winner will be selected by votes of the previous 30 years’ Rough Notes cover agents (from the years 1989-2018). The principals of the winning firm will be presented with the award

Read Full Article
    MAKING THE LEAP

MAKING THE LEAP

BROKEN GLASS MAKING THE LEAP Ambitious agent went out on her own, now works to attract students to the business By Elisabeth Boone, CPCU Nothing if not determined, Tracy Oestreich left an agency where she saw no ownership opportunities and with her husband founded T4 Insurance Solutions, Inc., a multi-line agency based in Jackson, Wisconsin, in the southeastern part of the state. Her husband, Oestreich says, is a silent but

Read Full Article